White Pine Investment Co

Overview

White Pine Investment Co. is an independent, SEC-registered registered investment adviser operating as a corporation and owned by an individual principal. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and educational seminars and workshops. The firm is not positioned as an ESG investor and lists a law firm among its industry affiliations. White Pine manages portfolios with a clear equity tilt and uses external managers when allocating to non-public strategies. It performs both discretionary and non-discretionary portfolio management and appears to integrate written research/communications into its client service model via periodic publications and workshops.

Assets & Accounts

Public Holdings

Investments & Alternatives